In this article
To set up Item Journal Template and Batches
To set up Aggregated Inventory for LS Central using Assisted Setup wizard
To set up Aggregated Inventory for LS Central, you can either follow the designated Assisted Setup wizard or complete the tasks to set up the required master data.
The tasks are listed below in the order as they appear in the Assisted Setup wizard.
To set up Locations
To activate and configure a Location for Aggregated Inventory, you must set up the necessary fields on the Location Card.
- Click the
icon, enter Locations, and select the relevant link.
- In the Aggregated Inventory FastTab, you find the following fields:
- blank -This is the default option, suitable for locations not configured for Aggregated Inventory, such as warehouse locations.
- Store Location - This is used for store locations. Before you can activate Aggregated Inventory, you must assign an Aggregated Location Code to this location.
- Aggregated Location - This is used to identify aggregated locations. Only this type of location can be selected as the Aggregated Location Code.
| Field | Description |
|---|---|
| Aggregated Inventory Active | Select this check box to activate Aggregated Inventory for this location. |
| Location Type | This field specifies the type of location. The available options are: |
| Aggregated Location Code | This field specifies the aggregated location assigned to the current location. |
To set up Item Journal Template and Batches
Before activating Aggregated Inventory, you need one new Item Journal Template and two new Item Journal Batches: one for storing the detailed item lines and another for storing the aggregated item lines. You also need a new No. Series for these batches to ensure proper numbering during posting.
In the next step, you assign these item journal template and batches to Aggregated Inventory related fields in the Retail Setup page.
To configure Retail Setup
Before you activate Aggregated Inventory, you need to configure certain fields in the Retail Setup page.
- Click the icon, enter Retail Setup, and select the relevant link.
- In the Aggregated Inventory FastTab you find the following fields:
| Field | Description |
|---|---|
| Default Aggregated Location Code | This field specifies the default aggregated location, which can be automatically assigned to store locations. |
| Item Journal Template Name | Specifies the Item Journal Template for Aggregated Inventory. |
| Item Journal Batch (Detailed) | Specifies the Item Journal Batch for storing detailed item lines created when Statements are posted. |
| Item Journal Batch (Aggregated) | Specifies the Item Journal Batch for storing aggregated item lines created when detailed item lines are aggregated. |
| Aggregated Inventory Posting | You must select this check box to activate Aggregated Inventory for the current Company. On activation, the system checks if the locations and other required data have been set up correctly. If not, the system offers to automatically activate all store locations for you. If the Default Aggregated Location Code is defined, the system can automatically assign it to all store locations. |
| Post Journal after Aggregation | Specifies whether the Item Journal Batch (Aggregated) is automatically posted after aggregation or requires manual posting. |
| Compress by Posting Date | Determines if Aggregated Inventory Entries are compressed and archived based on the Posting Date. The Posting Date Compression Level specifies the compression level. |
| Posting Date Compression Level | Specifies the compression level when Compress by Posting Date is active. Options include compress by day, week, or month. |
| Compress by Dimensions | Determines if Aggregated Inventory Entries are compressed by Dimension Set ID. |
To set up Scheduler Jobs
You can set up a Scheduler job to automatically aggregate and post Item Journal Lines. This job should be scheduled to run after the Statement Posting for all stores has been completed. You have options to run the two steps together or separately. We recommend you to run them together.
- To run the steps together, create one Scheduler job for Codeunit ID 10059485 AGRI Aggr. & Post Item Jnl
- To run the steps separately, create one Scheduler job for Codeunit ID 10059485 AGRI Aggr. & Post Item Jnl with the Code parameter CALC and another one with the Code parameter POST. The first job is responsible for aggregating and the second one for posting.
To set up Aggregated Inventory for LS Central using Assisted Setup wizard
To assist you with the setup process, a wizard is available to guide you through the master data configuration. Here is how to use it:
- Click the icon, enter Assisted Setup, and select the relevant link.
- Find the designated section for Set up Aggregated Inventory for LS Central in the list, and open the first step named Configure the Master Data.
Note: You can also skip the above two steps and search directly for the Aggregated Inventory Setup Wizard page instead. - On the first page, click Next to start.
- The system automatically creates the default Aggregated Location, then the Item Journal Template and Batches.
- The system automatically assigns the above master data to Aggregated Inventory related fields on the Retail Setup page.
- The system automatically creates a Scheduler job to automatically aggregate and post Item Journal Lines after Statement Posting.
- To ensure accurate inventory cost and value, the system asks you to run the Adjust Cost – Item Entries and Post Inventory to G/L reports.
- The system asks you to run the Inventory Valuation report, and save the results for later comparisons.
- After completing these steps, Aggregated Inventory is activated and prepared for the go-live process. Additional steps that are relevant for the go-live process are explained in detail in the Implementation Guidelines.
See also